DHL全球货运大中华区执行长艾若馨（Aditi Rasquinha）指出，中国等亚洲国家的AI产品运输需求正快速增长，已成为国际货运市场的新增长点 1。由于AI相关产品具有高货值和时效敏感的特性，超过三分之二的此类货物选择通过航空运输，这一趋势直接推高了国际航空运价 1。艾若馨补充说，今年国际航空货运的整体运价水平均高于去年同期 1。
涉及运输的AI相关产品包括芯片、机架、机柜、冷却设备及储能电池 1。其中，高价值且对时效要求严格的芯片主要依赖空运，而体积较大、重量较高的机架和储能电池则更多采用海运方式 1。目前，AI相关产品的运输需求增长速度已超过电商货物运输需求，导致部分原本用于跨境电商的航空运力开始转向服务于AI产品运输 1。
Aditi Rasquinha, CEO of DHL Global Forwarding Greater China, identified the rapidly growing demand for transporting artificial intelligence products from Asian nations as a new driver of international freight market expansion 1. She explained that this surge is directly contributing to higher global air cargo rates, noting that overall international air freight prices this year are higher than those recorded during the same period last year 1. The increased cost pressure stems from the specific logistics needs of AI hardware, where more than two-thirds of related goods are shipped via air due to their high value and strict time sensitivity 1.
The commodities driving this trend include chips, racks, cabinets, cooling equipment, and energy storage batteries 1. While high-value, time-sensitive items such as semiconductors predominantly rely on air transport, bulkier and heavier components like racks and energy storage systems are more frequently moved by sea 1. Rasquinha further revealed that the growth rate of AI product transport demand has already surpassed that of cross-border e-commerce shipments 1. Consequently, some aviation capacity originally allocated for e-commerce logistics is being redirected to accommodate the urgent shipping needs of AI-related goods 1.
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